Automatically Send Medical Internship Certificates via WhatsApp with Pabbly Connect

Learn how to automatically send certificates of your medical internship program to interns on WhatsApp using Pabbly Connect. Follow this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Certificate Automation

To start sending certificates of your medical internship program automatically via WhatsApp, you will first need to set up Pabbly Connect. This platform is essential for integrating various applications such as Google Forms, Google Drive, and WhatsApp. Begin by creating an account on Pabbly Connect.

Once you are logged in, navigate to the dashboard and select the option to create a new workflow. This is where you will define the triggers and actions that will automate the process of sending certificates. The first step is to choose Google Forms as your trigger application.

2. Configuring Google Forms with Pabbly Connect

In this step, you will configure Google Forms to collect responses from interns. This is crucial because their responses will be used to generate certificates. Select Google Forms as the trigger app in Pabbly Connect and choose the trigger event as ‘New Response Received’.

• Create a Google Form that includes fields for the intern’s name, email, and WhatsApp number.
• Ensure the form is set to collect responses automatically.
• Test the form to ensure it captures all required information.

After setting up Google Forms, return to Pabbly Connect to test the trigger. This will ensure that the responses are being captured correctly before proceeding to the next step.

3. Generating Certificates in Google Drive

With the responses collected, the next step is to generate certificates using Google Drive. In Pabbly Connect, add Google Drive as the action app. Choose the action event as ‘Create File’. This allows you to generate a PDF certificate based on the responses received from Google Forms.

To create the certificate, you will need to select a template stored in Google Drive. Make sure the template includes placeholders for the intern’s name and other details. Map these placeholders to the corresponding fields from the Google Forms responses.

4. Sending Certificates via WhatsApp

Now that the certificates are generated, it’s time to send them via WhatsApp. In this step, you will integrate WhatsApp with Pabbly Connect. Choose WhatsApp as the action application and select the action event as ‘Send Message’. This will allow you to send the generated PDF certificate directly to the intern’s WhatsApp number.

• Enter the WhatsApp number of the intern as captured from the Google Form.
• Attach the generated certificate PDF file.
• Craft a personalized message congratulating the intern.

Once everything is set, test this action to ensure the message and certificate are sent correctly. This step is crucial to confirm that your integration works seamlessly.

5. Finalizing the Automation Process

After successfully testing the entire workflow, it’s time to finalize the automation process in Pabbly Connect. Make sure to turn on the workflow so that it runs automatically whenever a new response is received in your Google Form. This ensures that every intern receives their certificate without manual intervention.

Additionally, monitor the workflow for any errors or issues. Pabbly Connect provides logs that can help you troubleshoot any problems that may arise. Regularly check these logs to ensure smooth operation and make adjustments as necessary.

Conclusion

In conclusion, using Pabbly Connect to automate the sending of medical internship certificates via WhatsApp is an efficient way to streamline your process. By integrating Google Forms, Google Drive, and WhatsApp, you can ensure that every intern receives their certificate promptly and automatically.